Wealthcare Advisory Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
4,049
+34
| +0.8% | +$6.07K | 0.02% | 550 |
|
|
2025
Q1 | $643K | Sell |
4,015
-977
| -20% | -$157K | 0.02% | 538 |
|
|
2024
Q4 | $869K | Sell |
4,992
-362
| -7% | -$63K | 0.02% | 453 |
|
|
2024
Q3 | $1.21M | Sell |
5,354
-82
| -2% | -$18.6K | 0.03% | 373 |
|
|
2024
Q2 | $1.22M | Sell |
5,436
-48
| -0.9% | -$10.7K | 0.04% | 339 |
|
|
2024
Q1 | $1.4M | Buy |
+5,484
| New | +$1.4M | 0.05% | 301 |
|
|
2021
Q2 | – | Sell |
-116
| Closed | -$19K | – | 756 |
|
|
2021
Q1 | $19K | Buy |
+116
| New | +$19K | ﹤0.01% | 1212 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | – | – | 1093 |
|
|
2017
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1086 |
|
|
2017
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 886 |
|